Intake Intelligence

Criteria Analysis

Paste one set of intake criteria and get a full breakdown — strengths, conversion concerns, state warnings, and ad recommendations.

Your Intake CriteriaYour Criteria here...

Criteria Comparison

Compare two criteria sets — get a diff, state warnings, ad guidance, and a recommendation letter to the firm.

Criteria A — Preferred
Your Standard Criteriae.g. Robins Cloud
Criteria B — Firm Criteria
Firm or New Criteriae.g. PW SMA

Question Flow Builder

Load the standard SMA intake flow, then edit questions as needed for your firm criteria. Share with attorneys for approval.

Criteria to build fromOptional — paste criteria to customize injury question
Paste criteria above and click Generate, or click + Add Question to build manually.

Script to Criteria

Paste an intake script, Q&A sheet, or call guide and get back structured criteria, analysis notes, and a question flow.

Intake ScriptPaste any Q&A script or call guide